Financial Services Professional
4 weeks ago
We are seeking a highly motivated and detail-oriented Registered Branch Associate to join our team at Edward Jones. As a key member of our client service team, you will play a critical role in building and maintaining strong relationships with our clients, providing personalized investment solutions, and driving business growth.
Key Responsibilities- Deepen relationships with existing clients through regular communication and tailored investment advice
- Gather information and collect suitability information to open new accounts and research portfolio performance
- Execute Financial Advisor solicited buy/sell orders and confirm with clients
- Answer general client questions regarding Edward Jones Stock recommendations and withdrawals
- Actively business plan and work as a team to continuously evaluate and execute branch strategies
- High School Diploma/Equivalent required; Bachelor's degree preferred
- 3-5 years of relevant experience in securities/financial services industry preferred
- Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
- FINRA registrations are required within three months. State insurance licenses are also required
- A competitive compensation package that includes bonus potential, 401K, and comprehensive health benefits
- Paid time off, including vacation, sick, holidays and personal days
- A culture of continuous improvement and professional development
We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.
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Financial Services Representative
4 weeks ago
Oxford, Michigan, United States Edward Jones Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Registered Branch Associate to join our team at Edward Jones. As a key member of our client team, you will work closely with our financial advisors to provide exceptional service to our clients and help them achieve their financial goals.Key ResponsibilitiesDeepen relationships with existing...
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Financial Services Representative
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Oxford, Michigan, United States Edward Jones Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented individual to join our team as a Registered Branch Associate. As a key member of our client team, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional customer service, and helping to drive business growth.Key...
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Financial Services Representative
4 weeks ago
Oxford, United States Edward Jones Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Registered Branch Associate to join our team at Edward Jones. As a key member of our branch, you will play a critical role in building and maintaining strong relationships with our clients, providing exceptional service, and driving business growth.Key ResponsibilitiesDeepen relationships...
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Financial Services Representative
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Financial Services Representative
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